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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,985 | $72,071-44.5% | $68,368-41.5% | $137,256-70.9% |
| Participation rate | 80.0% | 76.2%+3.8pp | 73.8%+6.2pp | 80.0%0pp |
| Annual return | 20.04% | 353.14%-333.1pp | 292.57%-272.5pp | 220.34%-200.3pp |
| Employer contribution / active EE | $2,857 | $2,788+2.5% | $2,649+7.9% | $4,156-31.3% |
| Participant deferral / active EE | $4,557 | $4,410+3.3% | $4,123+10.5% | $6,407-28.9% |
| Admin fee / account holder | $1,714 | $5,336-67.9% | $5,150-66.7% | $12,270-86.0% |